Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$480K Buy
2025
Q1
$326K Sell
2024
Q4
$423K Sell
2024
Q3
$394K Sell
2024
Q2
$404K Buy
2024
Q1
$277K Buy
2020
Q4
Sell
2020
Q3
$245K Buy
2020
Q1
Sell
2019
Q4
$532K Sell
2019
Q3
$426K Sell
2019
Q2
$439K Buy
2019
Q1
$430K Buy